Calculator  ·  Investing & Retirement

Claim early, or wait for the bigger check?

See your exact break-even age — the point where waiting starts paying off.

📐 Official SSA formulas
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By WealthDelay Editorial · Reviewed for accuracy on June 20, 2026 · ✓ Uses official SSA reduction/credit formulas
Quick Answer

Claiming at 62 cuts your benefit ~30% vs your full retirement age (FRA, 67 for anyone born 1960+). Delaying to 70 adds 8%/year past FRA — about 24% more than your FRA amount. The "break-even age" is roughly 78–83 depending on your specific ages compared — live past it and delaying wins on total lifetime benefits.

This is a longevity bet, not just math — your health and family history matter as much as the numbers.

Your Parameters
Live
Find this on your SSA.gov "my Social Security" statement
Break-Even Age
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What This Really Means
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Full Breakdown
Benefit at full retirement age (67)
Benefit if claimed early
Benefit if delayed
Monthly difference (delayed vs early)
Break-even age (delayed catches up)

The official SSA adjustment formulas

Claiming before FRA: benefit reduced 5/9 of 1% per month for the first 36 months early, then 5/12 of 1% per month for any additional months. Claiming exactly 60 months (5 years) early — e.g. 62 vs FRA 67 — totals roughly a 30% reduction.

Delaying past FRA: benefit increases 2/3 of 1% per month (8%/year) up to age 70 for anyone born 1943 or later. There is no benefit to delaying past 70.

Sources & Methodology

Methodology: Assumes FRA of 67 (applies to anyone born 1960+; earlier birth years have a lower FRA — adjust your comparison accordingly). Applies the exact SSA percentage reduction/credit formulas to your FRA benefit. Break-even is calculated as the age where cumulative payments from the delayed-claim path overtake the early-claim path. Does not model cost-of-living adjustments (COLA), taxation of benefits, spousal/survivor benefits, or working while claiming.

Common Questions

What is full retirement age (FRA) for Social Security?
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For anyone born in 1960 or later, full retirement age is 67. It was lower for earlier birth years (gradually rising from 65). Confirm your exact FRA using the SSA's official retirement age chart, since it depends on your birth year.
How much do I lose by claiming at 62 instead of 67?
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Claiming 60 months (5 years) before FRA reduces your benefit by 5/9 of 1% per month for the first 36 months early, then 5/12 of 1% per month for any additional months — totaling roughly a 30% permanent reduction for claiming at 62 vs an FRA of 67.
Is delaying to 70 always the best choice?
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Not necessarily — it depends on your health, life expectancy, and whether you need the income sooner. Delaying past FRA increases your benefit by 8% per year (2/3 of 1% per month) up to age 70, but if you don't live long past your break-even age, claiming earlier nets you more total lifetime benefits. This is a personal risk/longevity decision, not just a math one.
Disclaimer: For educational purposes only. Not financial, tax, or legal advice. Does not account for COLA, taxes, spousal benefits, or your specific birth-year FRA. Consult SSA.gov or a financial advisor for your exact benefit estimate.